Brandon Levine
Brandon Levine is a CFP-designated registered investment advisor at Continuum Advisory, LLC, based in New York, NY, with 5 years of industry experience. Brandon operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 3,461 clients with $1.9B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.95% |
Total management fee is structured in tiers up to 2.95% annually and is fully negotiable based on portfolio size, composition, and services provided.
Fee Estimator
Location
1177 6th Avenue, Floor 05 - Office Number 5062, New York, NY, 10036
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Brandon operates as an Investment Advisor Representative under the DBA Hanover Financial Group, dedicating about half his time to this role. He also engages in insurance sales, spending a few hours per week on this activity.
Employment History
Current Registrations
Continuum Advisory, LLC
Previous Registrations
Trivium Point Advisory, LLC
LPL Financial LLCBroker
LPL Financial LLC
Continuum Advisory, LLC
Triad Advisors LLCBroker
State Registrations3 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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